Halpern Financial’s Ingersoll Rand IR Stock Holding History

Halpern Financial’s Portfolio IR Stock Details IR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-122	Closed	-$7.97K	–	233
2023 Q2	$7.97K	Buy	+122	New	+$7.21K	﹤0.01%	174
2022 Q1	–	Sell	-41	Closed	-$2.54K	–	247
2021 Q4	$2.54K	Hold	41	–	–	﹤0.01%	223
2021 Q3	$2.07K	Hold	41	–	–	﹤0.01%	233
2021 Q2	$2K	Hold	41	–	–	﹤0.01%	219
2021 Q1	$2.02K	Hold	41	–	–	﹤0.01%	218
2020 Q4	$1.87K	Hold	41	–	–	﹤0.01%	180
2020 Q3	$1.46K	Hold	41	–	–	﹤0.01%	185
2020 Q2	$1.15K	Hold	41	–	–	﹤0.01%	162
2020 Q1	$1.02K	Buy	+41	New	+$1.3K	﹤0.01%	145

Other funds holding IR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Halpern Financial's IR Position: Q3 2023 in Review

Halpern Financial sold out of Ingersoll Rand (IR) in Q3 2023, closing a stake of 122 shares — an estimated $7.97K sold.

Halpern Financial first reported a position in IR in Q1 2020 and held it in 9 quarters. The position peaked at $7.97K in Q2 2023. 728 funds tracked by Wall St. Rank hold IR as of Q3 2023.

Halpern Financial reported no remaining Ingersoll Rand position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 122 Ingersoll Rand shares in Q3 2023, an estimated $7.97K.
Halpern Financial first reported a position in Ingersoll Rand in Q1 2020 and held it in 9 quarters.
Halpern Financial's Ingersoll Rand position peaked at $7.97K in Q2 2023.
728 funds tracked by Wall St. Rank held Ingersoll Rand as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.